Cisco’s earnings report is always uncertain due to shifting focus from profit margins to product orders. The latest quarter showed improved gross margins and strong AI performance, but weakness in security. Analysts believe growth drivers like Enterprise AI and Neoclouds could outweigh this weakness. KeyBanc analyst Brandon Nispel recommends investing in Cisco for long-term growth potential. Cisco’s new CFO Mark Patterson will discuss the numbers and guidance on Opening Bid today.

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